Financial Services Rep II

FINANCIAL SERVICES REPRESENTATIVE II

BASIC FUNCTION OF JOB

The Financial Services Rep II is responsible for the effective resolution of client AR within an assigned portfolio of accounts.   Incumbents will serve as the primary point of contact between client and Insight finance department.  This position will report to the Supervisor of Financial Services. 

WORK PERFORMED

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Manage an assigned portfolio of client AR.
• Mail/Email system generated form letters to clients to encourage payment of delinquent accounts.
• This Representative’s portfolio is primarily made up of larger clients. These clients require a more experienced collector who can perform their daily tasks with minimal supervision. Resolution to issues is generally more complex and requires good problem-solving skills.
• Provide special billing requirements for strategic clients.
• Ability to successfully meet client Portal billing requirements
• Contact delinquent accounts by phone, fax, email or client 3^rd party systems or tools.
• Confer with clients by telephone in attempt to determine reason for overdue payment, reviewing terms of sales, service, or credit contract.
• Keep detailed record/status of their ongoing collection efforts.
• Receive payment information from clients and record amounts promised to be paid into client’s account.
• Notify Sales Rep if they experience any difficulties in contacting the client or securing payment on the past due amounts.
• Provide Accounts Receivable with check/wire/ACH application information.
• Update Collections Management with status reports on top delinquent accounts.
• After consultation with their manager, order service interruption/credit hold on future orders.
• Sort and file correspondence.
• After consultation with their manager, processes Legal, Third Party Collections and Bankruptcy paperwork and submit to their manager.
• Must be able to effectively communicate with clients and fellow Insight teammates. Must meet SLA’s (Service Level Agreements) with sales and clients.
• Must maintain their portfolio goals aligned to departmental standards.
• Other duties as assigned.

MINIMUM REQUIREMENTS

Education and/or Experience:

College degree preferred.  Two years previous collections experience required and/or training; or equivalent combination of education and experience.

KNOWLEDGE, SKILLS, AND ABILITIES

Ability to read, analyze, and interpret general business/ professional journals, technical procedures, or regulations.  Ability to write basic reports and business correspondence.  Must possess the ability to effectively present information and communicate, both orally and in written form, with clients and fellow Insight teammates.    Must possess basic knowledge of Collection laws and procedures.

Ability to develop rapport with client AP contacts and respective sales teams.  This Representative’s portfolio is primarily made up of larger clients.   These clients require a more experienced collector who can perform their daily tasks with minimal supervision.  Resolution to issues is generally more complex and requires good problem solving skills.   Must be able to complete assigned tasks in a specified time frame.   Must be able to effectively communicate with clients and fellow Insight teammates.    Must meet SLA’s (Service Level Agreements) with sales and clients.  Must maintain their portfolio balances at or below predetermined departmental standards.  

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Moderate noise (i.e. business office with computers and printers, light traffic)
• Ability to work in a confined area
• Ability to sit at a computer terminal for an extended period

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job, the employee is regularly required to, stand, sit; talk, hear, and use hands and fingers to operate a computer and telephone keyboard reach, stoop kneel to install computer equipment
• Specific vision abilities required by this job include close vision requirements due to computer work.